Edit a View

1. On the Budget tab, click the Master Settings or Custom Settings hyperlink in the Edit Settings column, depending on whether you want to create a view for all or only part of the investments.

2. On the Settings page, navigate to the Views tab on the left-hand side under Template Setup.

3. On the Views drop-down list, select the view you want to edit.

4. Edit the view:

   • Change the name.

   • If you want to add columns, search for them and click the + icon. Make sure you have selected the Grid section on the right side.

   • If you want to remove columns from the view, click the X icon inline with the column in the Grid section.

   • Change the View $0 rows checkbox if needed.

   • Select the Metrics panel section on the right side and adopt is as needed.

5. Click Save when complete.